Now serving clients in cities across Oklahoma!

Comprehensive Wealth Management

The SSC + Merit Difference

At SSC CPAs + Advisors, we serve as your financial guides, helping you navigate an increasingly complex landscape with clarity and confidence.

Through our partnership with Merit Financial Advisors, you gain a fully integrated team aligning tax strategy with a forward-looking wealth plan designed to anticipate challenges and uncover opportunities.

Move forward with greater clarity & confidence

When advisors collaborate, they create a more effective financial strategy. By coordinating tax strategy, wealth management, and legacy planning, SSC and Merit Financial Advisors can more easily identify opportunities and costly gaps.

Our Difference

Planning and Strategy
Standalone Wealth Manager
Retirement Cash-Flow Planning
Investment Portfolio Design
Risk tolerance and Asset Allocation
Insurance and Risk Review
Education Funding
Charitable Giving Strategies
Education Funding
Estate and Trust Coordination
Proactive Tax Strategy Planning
Tax-Efficient Withdrawal Planning
Roth Conversion Planning with Tax Modeling
Capital Gains and Business Tax Planning
Business Valuation
Exit and Succession Planning
Cash Flow Forecasting
Compensation and Retirement Plan Design
Scenario Modeling with Wealth Strategies
One Coordinated Strategy

Build your coordinated financial future

“SSC CPAs + Advisors” and “SSC” are the brand names under which SSC Advisors, Inc. and SSC CPAs, PA provide professional services. SSC Advisors, Inc. and SSC CPAs, PA practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. SSC CPAs, PA is a licensed independent CPA firm that provides attest services to its clients, and SSC Advisors, Inc. entities provide tax, advisory, and business consulting services to their clients. SSC Advisors, Inc. is not a licensed CPA firm. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by SSC Advisors, Inc. and SSC CPAs, PA. Advisory services provided through Merit Financial Group, LLC. Merit Financial Group, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. 

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